Insights

Medicare Growth Expand outreach to individuals and families seeking Medicare and health coverage leveraging the recent hire of a Medicare and Individual Health Specialist to cross-sell packages alongside existing personal lines.

Mid-Market Expansion Position Navigate Risk Advisors as a partner for small to mid-size businesses seeking comprehensive risk management, given revenue scale and a diversified carrier network to support commercial insurance needs.

Tech-Savvy Service Leverage existing tech stack (iCIMS, WordPress, Shopify, Microsoft 365) to streamline lead generation, onboarding, and client self-service, highlighting digital accessibility to attract tech-forward clients.

Carrier Relationships Emphasize carefully selected carrier partnerships to differentiate from competitors, targeting prospects who value stability and personalized coverage options for asset protection.

Growth Signals Capitalize on strong revenue range and recent hiring momentum as proof points in conversations with potential clients and partners about capacity to service larger accounts and deliver responsive support.

Similar companies to Navigate Risk Advisors

Navigate Risk Advisors Tech Stack

Navigate Risk Advisors uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Navigate Risk Advisors's tech stack below.

Navigate Risk Advisors's Email Address Formats

Navigate Risk Advisors uses at least 3 email formats:
Navigate Risk Advisors Email FormatsExamplePercentage
First@navigatera.comJohn@navigatera.com
100%
First@navigateriskadvisors.comJohn@navigateriskadvisors.com
92%
FirstL@navigateriskadvisors.comJohnD@navigateriskadvisors.com
8%

Frequently Asked Questions

What is Navigate Risk Advisors's official website and social media links?

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Navigate Risk Advisors's official website is navigateriskadvisors.com and has social profiles on LinkedIn.

How much revenue does Navigate Risk Advisors generate?

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As of August 2026, Navigate Risk Advisors's annual revenue is estimated to be $50M - $100M.

What is Navigate Risk Advisors's SIC code and NAICS code?

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Navigate Risk Advisors's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Navigate Risk Advisors have currently?

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As of August 2026, Navigate Risk Advisors has approximately 20 employees across 3 continents, including North America, Asia and South America. Key team members include Principal Agent / Chief Executive Officer: T. W., Office Manager: A. S. and Licensed Agent Manager Of Personal Insurance: H. T. Explore Navigate Risk Advisors's employee directory with LeadIQ.

What industry does Navigate Risk Advisors belong to?

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Navigate Risk Advisors operates in the Insurance industry.

What technology does Navigate Risk Advisors use?

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Navigate Risk Advisors's tech stack includes iCIMS, WordPress, Shopify, Microsoft 365, SendGrid, Yoast SEO, HSTS and Piwik PRO Core.

What is Navigate Risk Advisors's email format?

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Navigate Risk Advisors's email format typically follows the pattern of First@navigatera.com. Find more Navigate Risk Advisors email formats with LeadIQ.

When was Navigate Risk Advisors founded?

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Navigate Risk Advisors was founded in 2015.
Navigate Risk Advisors logo

Navigate Risk Advisors

InsuranceOhio, United States11-50 Employees

Navigate Risk Advisors is an independent insurance agency based in Westlake, Ohio, offering a broad array of insurance products and services to individuals, families, and business owners to protect their assets. The firm emphasizes industry knowledge and a client-focused approach, taking time to understand each client's goals and circumstances to determine the most appropriate coverage. Its model centers on building long-term relationships through consistent service and collaboration with a carefully selected group of insurance carriers.

Operating in the insurance sector, Navigate Risk Advisors positions itself as a small to mid-sized firm focused on tailored risk management solutions. Recent information indicates the firm provides cyber insurance to help mitigate the financial impact of data breaches.

Section iconCompany Overview

SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Navigate Risk Advisors's revenue is estimated to be in the range of $50M - $100M

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